Novak & Powell Financial Services, Inc. - Q42025 Holdings

Novak & Powell Financial Services, Inc. holds 163 stocks with a total portfolio value of $ 191.72M as of Q42025. In Q42025, Novak & Powell Financial Services, Inc. added 7 new positions, increased stakes in 69 stocks, reduced 50 holdings, and fully exited 7 positions. The largest holding is Vanguard Growth Etf (VUG), representing 6.65% of the total portfolio.